How to View PSC scores Over Time
Have the client open. Click on the Search icon. Type âFlow Sheetâ in the search bar. Select âFlow Sheet (Client)â from the search results. This takes you to the Flow […]
ASAM Assessment
The American Society of Addiction Medicine (ASAM) has created an assessment that they simply call the ASAM Criteria. Generally, this assessment is usually just shortened to âASAMâ in the substance […]
How to Add a Problem to the Problem List
You must first have the client open, then click the Search icon. Type Problem into the search bar. Click to select Client Clinical Problem Details (Client). This brings you to […]
How to Remove a Problem Thatâs Been Resolved
You must first have the client open, then click the Search icon. Type Problem into the search bar. Click to select Client Clinical Problem Details (Client). This brings you to […]
How to Add Favorites to the Problem List Screen
Step by step video guide here: You must first have the client open, then click the Search icon. Type Problem into the search bar. Click to select Client Clinical Problem […]
How to Export Data
Many list pages allow users to export data to excel format. Caution: exporting data will push this data onto your computer. Please ensure you are always compliant with HIPAA regulations […]
How to Send a Message
Click the Search icon. Type Messages in the search bar. Click to select Messages (My Office). Click the New icon to create a new message Click the Magnifying glass icon […]
How to Send a Document in a Message
Open the document you want to send. Click on the three dots icon in the upper right side. Click Send from the menu. Click in the To box and begin […]
How to Refer to an Additional Program
Depending on your county processes, you may have a specific referral form you use. CalMHSA is currently developing a process called âCare Coordinationâ which will address referrals both internal and […]
How to Add the Client to Your Program
Step by step video guide here: https://vimeo.com/799290085/77d04f47c9 Open the clientâs record, if not already done so. You can do this using the Client Search screen. Open the Client Programs list […]